Elite Life Management LLC

CIK 0002010262 · SARASOTA, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source

Elite Life Management LLC reported 61 positions worth $85.4M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: SCHX (17.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$85.4M
2026 Q2
Positions
61
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
74.5%
Est. Net Flow (Q)
2026 Q2
10 / 61 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SCHXSCHWAB STRATEGIC TRSH$14.6M17.08%480,523
2VCRMVANGUARD MUN BD FDSSH$14.5M17.02%193,761
3VEAVANGUARD TAX-MANAGED FDSSH$12.1M14.15%167,050
4DFVXDIMENSIONAL ETF TRUSTSH$7.4M8.62%86,039
5NVDANVIDIA CORPORATIONSH$3.6M4.20%16,377
6VCRBVANGUARD MALVERN FDSSH$3.3M3.90%43,787
7AAPLAPPLE INCSH$2.5M2.98%8,180
8MSFTMICROSOFT CORPSH$2.1M2.46%4,311
9DFEMDIMENSIONAL ETF TRUSTSH$1.9M2.25%49,089
10GOOGALPHABET INCSH$1.6M1.82%4,324

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Elite Life Management LLC hold as of Q2 2026?

Elite Life Management LLC reported 61 positions worth $85.4M in its Q2 2026 13F filing. Largest positions: SCHX (17.1%), VCRM (17.0%), VEA (14.1%), DFVX (8.6%) and NVDA (4.2%).

What did Elite Life Management LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Elite Life Management LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.